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iShares TIPS Bond ETF
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Overview Fund Activity

925 hedge funds and large institutions have $12.9B invested in iShares TIPS Bond ETF in 2019 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 296 increasing their positions, 307 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
+121
Holders Change %
+15.05%
% of All Funds
18.27%
Holding in Top 10
57
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+23.91%
% of All Funds
1.13%
New
188
Increased
296
Reduced
307
Closed
57
Calls
$3.51M
Puts
$11.6M
Net Calls
-$8.14M
Net Calls Change
+$11.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.1B
2
MMI
2
Matson Money Inc
Ohio
$135M
3
Morgan Stanley
3
Morgan Stanley
New York
$778M
4
PWAG
4
Polaris Wealth Advisory Group
California
$44.7M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$58.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$813M
2
Goldman Sachs
2
Goldman Sachs
New York
$87.4M
3
M&T Bank
3
M&T Bank
New York
$0
4
Citigroup
4
Citigroup
New York
$58.2M
5
CSIA
5
Charles Schwab Investment Advisory
California
$439M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
451
Mutual Advisors
Nebraska
$836K +$425K +3,644 +103%
FM
452
Foster & Motley
Ohio
$835K -$21.7K -186 -3%
BO
453
BRR OpCo
Ohio
$817K -$65.8K -564 -7%
KC
454
Kingfisher Capital
North Carolina
$815K -$16.4K -141 -2%
V
455
Veritable
Delaware
$815K -$14.9K -128 -2%
RW
456
RVW Wealth
California
$814K – – –
RA
457
RFG Advisory
Alabama
$811K -$304K -2,604 -27%
MIM
458
Moseley Investment Management
Florida
$804K +$12K +103 +2%
HB
459
Homrich & Berg
Georgia
$804K +$149K +1,275 +23%
BS
460
Boenning & Scattergood
Pennsylvania
$804K +$241K +2,065 +43%
EIG
461
Ellenbecker Investment Group
Wisconsin
$801K +$35.3K +303 +5%
PA
462
PFG Advisors
Arizona
$800K -$70.9K -606 -8%
CCM
463
Colorado Capital Management
Colorado
$797K -$4.66K -40 -0.6%
HDIM
464
Hanson & Doremus Investment Management
Vermont
$794K -$26.3K -226 -3%
DI
465
Disciplined Investments
Oklahoma
$793K +$793K +6,799 New
IFA
466
Interactive Financial Advisors
Illinois
$792K +$2.45K +21 +0.3%
WPC
467
White Pine Capital
Minnesota
$791K -$2.91K -25 -0.4%
BSW
468
Buckingham Strategic Wealth
Missouri
$787K -$242K -2,075 -24%
SCM
469
Smith Capital Management
Arkansas
$787K – – –
SCP
470
Silverleafe Capital Partners
Tennessee
$781K +$781K +6,702 New
RCA
471
Rowland Carmichael Advisors
Arizona
$778K -$101K -866 -11%
WF
472
Welch & Forbes
Massachusetts
$777K -$15.5K -133 -2%
CFGS
473
Concourse Financial Group Securities
Alabama
$774K +$331K +2,841 +75%
AWM
474
Aprio Wealth Management
Georgia
$766K +$766K +6,568 New
FNBT
475
FineMark National Bank & Trust
Florida
$762K +$8.63K +74 +1%
17 18
19
20 21